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    Malaysia solar firms stock up ahead of China battery tax rebate removal in 2027
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    China’s AI talent demand spreads into chips, rare earths and new materials
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    ASIC server demand rises, boosting high-speed connectivity suppliers
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    NEWS TAGGED MICRON
    Thursday 9 July 2026
    Micron commits $250 billion to US chip buildout as New York fab breaks ground ahead of schedule
    Micron Technology said July 9 it is raising its planned US fab and technology investment to more than $250 billion through 2035, citing surging demand for memory driven by AI. The...
    Thursday 9 July 2026
    SK Hynix supplier talks show AI memory boom shifting pricing power

    The AI data center boom is reshaping the memory supply chain, giving Samsung Electronics, SK Hynix, and Micron greater pricing power...

    Wednesday 8 July 2026
    Samsung's HBM4 comeback hinges on one chip-level advantage

    Samsung Electronics is using HBM4 to test whether its memory, logic, foundry, and advanced packaging businesses can finally work as...

    Tuesday 7 July 2026
    Micron, Ford sign long-term memory supply agreement
    Micron Technology and Ford Motor Company have entered into a long-term supply agreement to strengthen access to automotive memory and storage products. The deal underscores how chip...
    Monday 6 July 2026
    Samsung, SK Hynix and Micron face HBM4 race as custom chip demand grows

    The global high-bandwidth memory market is expected to pivot from HBM3E to HBM4 in the second half of 2026, setting up a sharper contest...

    Monday 6 July 2026
    Micron breaks ground on Hiroshima expansion to boost AI memory chip production
    Micron Technology has begun construction on an expansion of its existing semiconductor plant in Higashi-Hiroshima, western Japan, as part of a JPY1.5 trillion (approx. US$9.3 billion)...
    Saturday 4 July 2026
    Commentary: Korea's KRW800tn chip bet risks US fab pressure while Apple profits from memory shock
    South Korean President Lee Jae-myung, Samsung Electronics, and SK Hynix have announced the country's largest-ever semiconductor expansion plan, while soaring memory prices have opened...
    Friday 3 July 2026
    Samsung's HBM4E yield tops 70%, sharpening AI memory race with SK Hynix and Micron
    Samsung Electronics is moving closer to commercialising HBM4E, its seventh-generation high-bandwidth memory (HBM), after internal testing showed reliability yields above 70%, strengthening...
    Thursday 2 July 2026
    Analysis: How long can memory's AI-driven boom last?
    The global memory market is enjoying one of its most profitable cycles in years. AI data center demand has driven DRAM and NAND prices sharply higher, and the three companies that...
    Thursday 2 July 2026
    Micron and GM strike long-term memory supply deal for vehicles
    Micron Technology and General Motors (GM) have signed a strategic customer agreement to secure a long-term supply of memory and storage products for vehicle production. The deal underscores...
    Wednesday 1 July 2026
    Albatron GM detained in Nvidia-linked Supermicro smuggling probe as firm moves to install acting chief

    Taiwan's Keelung prosecutors detained Albatron Technology general manager Kevin Lu on Tuesday on suspicion of smuggling Supermicro...

    Tuesday 30 June 2026
    Commentary: AI memory boom rewrites chip pricing power, leaving Apple searching for leverage with CXMT

    For more than a decade, Apple built one of the industry's most profitable business models by using its purchasing power to drive down...

    Tuesday 30 June 2026
    Commentary: Behind Micron's bet for long memory demand cycles
    Micron's latest earnings call pointed to a broader AI shift that could reshape memory demand far beyond data centers, with investors taking note of the company's comments on robots,...
    Monday 29 June 2026
    Samsung could become HBM market share leader in 2027
    Samsung Electronics could overtake SK Hynix in the global high-bandwidth memory (HBM) market in 2027, driven by the competitive edge of HBM4, the sixth generation of HBM. Market watchers...
    Monday 29 June 2026
    Analysis: Micron gains pricing power as Trump-backed US manufacturing widens margins

    Micron's latest earnings point to a shift in the AI hardware boom that could matter far beyond the US. The memory maker's surging revenue...

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    Research Report Database
    BIZ FOCUS
    Jun 1, 08:00
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Friday 29 May 2026
    Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    VIA Labs Announces MST Hub Controllers for Multi-Display USB-C Docking
    Thursday 28 May 2026
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook